ELEMENT Financial Group

ELEMENT Financial Group

Financial Services New York, Ny, United States 14 employees
Employees
14
Contacts
3
Emails
3
Phones
3

ELEMENT Financial Group Overview

Headquarters
New York, Ny, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
14
Founded
2007
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About ELEMENT Financial Group

Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs. Over 20 Years Experience: Corporate & Executive Benefit Planning Private Placement Life Insurance Alternative Investment Strategies Industries Include: Entertainment, Media, Film, Fashion and Sports Legal and Accounting Firms Biotech and Pharmaceutical Find Us On Facebook: https://www.facebook.com/elementfinancialgroupny “Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group, 110 E 25th Street, Ste 226, New York, NY 11010, 212-878-1760 The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

ELEMENT Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

ELEMENT Financial Group Org Chart

Sample employees and titles
Name Title Contact
Alexandra Levi, Aif Managing Partner/founder at Element Financial Group
Email Phone
Joanann Natola, Aif, Cpfa Managing Partner / Founder at Element Financial Group
Email Phone
Ana Maria Ortiz Director of Client Services at Element Financial Group
Email Phone
John Bannon Senior Account Manager at Custom Fleet (Element Financial Group)
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Employees by Management Level

Executive 4 profiles
Manager 2 profiles
Director 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 1
General 1 1 0

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